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Invesco Global ex-US High Yield Corporate Bond ETF

50 hedge funds and large institutions have $68.2M invested in Invesco Global ex-US High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

3% less capital invested

Capital invested by funds: $70.4M → $68.2M (-$2.23M)

1.5% less ownership

Funds ownership: 52.5%51% (-1.5%)

11% less funds holding

Funds holding: 5650 (-6)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
22
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Sowell Financial Services
Arkansas
$12.4M -$390K -19,921 -3%
WH
2
Whitcomb & Hess
Ohio
$11.3M +$437K +22,301 +4%
Morgan Stanley
3
Morgan Stanley
New York
$5.4M -$219K -11,180 -4%
LPL Financial
4
LPL Financial
California
$5.08M +$148K +7,552 +3%
BAAM
5
Baker Avenue Asset Management
California
$4.31M -$4.45K -227 -0.1%
RFM
6
Royal Fund Management
Florida
$3.61M +$149K +7,621 +4%
AA
7
Advisory Alpha
Michigan
$3.19M +$983K +50,199 +44%
LAM
8
LifePro Asset Management
California
$3.1M +$1.88M +95,920 +152%
OLVIG
9
Oliver Lagore Vanvalin Investment Group
Michigan
$2.58M -$417K -21,261 -14%
KWM
10
Kingsview Wealth Management
Oregon
$2.29M +$21.8K +1,114 +1%
Bank of America
11
Bank of America
North Carolina
$1.94M +$603K +30,771 +45%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.71M +$84.5K +4,311 +5%
EFG
13
Embree Financial Group
Illinois
$1.39M -$132K -6,758 -9%
Jane Street
14
Jane Street
New York
$1.07M +$836K +42,656 +348%
GC
15
Guggenheim Capital
Illinois
$961K +$46.5K +2,371 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$909K +$12K +611 +1%
RJT
17
Raymond James Trust
Florida
$907K +$910K +46,465 New
GM
18
GeoWealth Management
Illinois
$634K -$21.2K -1,083 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$550K -$199K -10,148 -26%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$488K +$39.8K +2,034 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$467K -$4.15K -212 -0.9%
CIAS
22
Capital Investment Advisory Services
North Carolina
$420K +$1.06K +54 +0.3%
AWS
23
Atria Wealth Solutions
New York
$344K +$10.8K +550 +3%
PAG
24
Private Advisor Group
New Jersey
$324K -$3.9K -199 -1%
MFG
25
Merit Financial Group
Georgia
$319K

PGHY Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) for Q2 2024, worth a combined $68.2M — down 3.2% from $70.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PGHY and 3 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was LifePro Asset Management, adding an estimated $1.88M. The largest seller was Essex LLC, exiting entirely with an estimated $4.7M sold.

  • 50 institutional investors held Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) as of Q2 2024, down from 56 in Q1 2024.
  • Funds reported $68.2M of Invesco Global ex-US High Yield Corporate Bond ETF stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 3 funds opened new Invesco Global ex-US High Yield Corporate Bond ETF positions in Q2 2024 and 8 closed out, a net change of -5 holders.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF buyer in Q2 2024 was LifePro Asset Management, an estimated $1.88M added.
  • The largest Invesco Global ex-US High Yield Corporate Bond ETF seller in Q2 2024 was Essex LLC, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2024.